EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.55M
3
+$5.96M
4
AVTA
Avantax, Inc. Common Stock
AVTA
+$5.59M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.27M

Top Sells

1
+$5.76M
2
+$3.81M
3
+$3.6M
4
AAPL icon
Apple
AAPL
+$3.38M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$1.7M

Sector Composition

1 Technology 8.42%
2 Healthcare 2.92%
3 Financials 2.68%
4 Consumer Discretionary 2.46%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$303K 0.03%
2,812
+240
277
$298K 0.03%
3,230
-210
278
$298K 0.03%
5,891
+1,052
279
$293K 0.03%
1,960
+210
280
$293K 0.03%
1,526
281
$293K 0.03%
7,496
-435
282
$289K 0.03%
1,702
-17
283
$288K 0.03%
+2,135
284
$285K 0.03%
1,483
-217
285
$278K 0.03%
+2,436
286
$273K 0.03%
4,435
-231
287
$273K 0.03%
8,450
-1,330
288
$273K 0.03%
15,000
289
$270K 0.03%
+2,251
290
$257K 0.02%
+7,250
291
$248K 0.02%
+6,842
292
$247K 0.02%
+2,331
293
$244K 0.02%
+1,305
294
$242K 0.02%
667
-126
295
$241K 0.02%
+2,595
296
$238K 0.02%
3,229
+23
297
$237K 0.02%
2,600
298
$232K 0.02%
1,799
-169
299
$231K 0.02%
+2,026
300
$228K 0.02%
+6,335
10 11
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